Description

Carl Lewis is the President & CEO of Lewis Tax & Financial Group, Inc. He has been involved in the financial services industry since 1995. Carl began working with seniors in Central Florida, where he now specializes in retirement planning. His firm specializes in tax savings strategies and risk free retirement planning, sharing his knowledge with many other agents throughout the country Weekly dinner presentations are held for prospective clients, explaining many of the tax saving strategies available, and also ways to create a secure risk-free retirement. Mr. Lewis has consistently been in the top 1% of his industry, winning numerous awards and recognitions throughout the years. His extensive knowledge has assisted hundreds of families achieve a "Safe and Worry Free" retirement. He is a leading authority when it comes to tax savings and retirement planning.

National

US Small Business Association: Office of the Inspector General409 3rd St, SWWashington, DC 20416(800) 827-5722external website

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1. Don’t pick a firm "out of a hat."
Finding a company on Google or Amazon is convenient. But it’s the equivalent of picking a name out of a hat. Better approach: Ask family, friends, and colleagues for referrals.

3. Look for companies that follow "best practices."
Try to deal with companies that believe in doing business the right way. Narrow your search to those belonging to professional business associations that promote best-practice standards.

4. Tap the "wisdom of the crowd."
Understand that companies sometimes "game" review sites by giving incentives to their customers to write positive reviews or by having employees write them. Bottom line: treat reviews as an important "data point," but not the only measure by which to evaluate a company.

5. Inspect the work.
If you’re happy with what you’ve seen and heard, ask to see evidence of their work.

6. Put the firm under a microscope.
If you have any further doubts about the company—or if the purchase is very large—check with state consumer protection agencies or consider purchasing a background check on the business owners and/or principals.